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Peter Kelly-Detwiler's picture
Principal, NorthBridge Energy Partners, LLC

Peter Kelly-Detwiler has nearly 30 years of experience in the area of electric energy, retail power, and distributed energy assets. Mr. Kelly-Detwiler provides strategic expertise in the areas of...

  • Member since 2015
  • 120 items added with 40,271 views
  • Nov 15, 2022
  • 270 views

1) US Customs seizes over 1,000 shipments of Chinese solar panels worth hundreds of millions of dollars between June and October, a consequence of the Uyghur Forced Labor Production Act restricting imports from China's Xinjiang province over forced labor concerns in solar supply chain. 
2) French Senate passes bill requiring all parking lots w/ 80+ spaces to have solar canopies covering 50+% of space w/in 6 years, creating up to 11,000 MW of new solar capacity. 
3) San Diego Gas and Electric and GM will collaborate to integrate bi-directional EVs into grid as local resources, evaluating necessary hardware, software, processes and construction considerations.
4) Sweden's new government eliminates climate bonus subsidy for EVs, since total cost of ownership is now similar to that for internal combustion vehicles.
5) Hawai’i PUC sets new tariff w/time of use rate structure to reflect grid dominated by solar, and reflect cost of service. 
6) California PUC releases Net Energy Metering 3.0, w/significant cut to value of solar exported to the grid - based on hourly TOU rates. A boost to storage.
7) Canada tells 3 Chinese companies to sell investments in Canadian critical minerals companies focused on lithium, per Investment Canada Act. 
8) Texas struggles w/issue of resource adequacy, and how to incentivize resources needed for growth and grid reliability. Some form of capacity payment structure likely.

Discussions
Matt Chester's picture
Matt Chester on Nov 15, 2022

The halted solar panels is the intended outcome of this act, which stands on good moral ground. And the IRA is bringing about new investment in domestic solar panel manufacture, which is must needed. But there will be a delay before that U.S. manufacturing is available, and in the meantime the bottleneck for U.S. solar projects increases. Do you think some of those panels end up getting cleared and passed through customs? 

Peter Kelly-Detwiler's picture
Peter Kelly-Detwiler on Nov 15, 2022

Matt - Agree on the moral ground and that the IRA will help, though it won't make up sufficient volumes anytime soon. I did just read after them vid was recorded that one of the three large manufacturers (cannot remember which one) is testing a documented shipment of panels w/silicon form outside the region, but for most part their shipments have stopped. As to the eventual fate of those panels, I don't have an answer - it looks to be pretty much up in the air right now.

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